Skip to content
Disclosery

TrueWealth Advisors, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on VUG, newest first. How the timeline and the estimate are built.

TrueWealth Advisors, LLC held 4,877 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,877 shares
    Change vs previous 13F -38 shares

    0.1% of the 13F portfolio, value $439,490.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,915 shares
    Change vs previous 13F +4,098 shares

    0.1% of the 13F portfolio, value $423,346.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 817 shares
    Change vs previous 13F -39 shares

    0.09% of the 13F portfolio, value $356,901.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 856 shares
    Change vs previous 13F -111 shares

    0.11% of the 13F portfolio, value $417,600.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 967 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $463,673.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 978 shares
    Change vs previous 13F -3 shares

    0.13% of the 13F portfolio, value $428,603.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 981 shares
    Change vs previous 13F -402 shares

    0.12% of the 13F portfolio, value $363,645.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,383 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $567,435.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).